get_sec_filings
Retrieve SEC filings for companies by ticker symbol, with options to filter by filing type and limit results for financial analysis.
Instructions
Get all SEC filings for a company.
Args:
ticker: Ticker symbol of the company (e.g. AAPL, GOOGL)
limit: Number of SEC filings to return (default: 10)
filing_type: Type of SEC filing (e.g. 10-K, 10-Q, 8-K)Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| limit | No | ||
| filing_type | No |
Implementation Reference
- server.py:337-366 (handler)The handler function for the 'get_sec_filings' tool, decorated with @mcp.tool() for automatic registration in FastMCP. It constructs an API URL using the provided ticker, optional limit, and filing_type, fetches data via the shared make_request helper, extracts filings, and returns JSON stringified data or an error message.
@mcp.tool() async def get_sec_filings( ticker: str, limit: int = 10, filing_type: str | None = None, ) -> str: """Get all SEC filings for a company. Args: ticker: Ticker symbol of the company (e.g. AAPL, GOOGL) limit: Number of SEC filings to return (default: 10) filing_type: Type of SEC filing (e.g. 10-K, 10-Q, 8-K) """ # Fetch data from the API url = f"{FINANCIAL_DATASETS_API_BASE}/filings/?ticker={ticker}&limit={limit}" if filing_type: url += f"&filing_type={filing_type}" # Call the API data = await make_request(url) # Extract the SEC filings filings = data.get("filings", []) # Check if SEC filings are found if not filings: return f"Unable to fetch SEC filings or no SEC filings found." # Stringify the SEC filings return json.dumps(filings, indent=2) - server.py:25-41 (helper)Shared helper function used by get_sec_filings (and other tools) to make authenticated HTTP requests to the Financial Datasets API.
async def make_request(url: str) -> dict[str, any] | None: """Make a request to the Financial Datasets API with proper error handling.""" # Load environment variables from .env file load_dotenv() headers = {} if api_key := os.environ.get("FINANCIAL_DATASETS_API_KEY"): headers["X-API-KEY"] = api_key async with httpx.AsyncClient() as client: try: response = await client.get(url, headers=headers, timeout=30.0) response.raise_for_status() return response.json() except Exception as e: return {"Error": str(e)} - server.py:337-337 (registration)The @mcp.tool() decorator registers the get_sec_filings function as an MCP tool with the FastMCP server instance.
@mcp.tool()